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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Complimentary 30-Day Trial

In just a few minutes, you can complete your first Risk Tolerance Profile. Try it on real clients and see the difference it makes to your conversations – you'll form deeper relationships with your clients and win them over for life.
Meet ever-growing regulatory obligations
Acquire more clients & maximise efficiency
Increase referrals from happy clients
 
Register for a trial
Advisors registering to trial the US, German or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for the US, Tyler D. Nunnally; for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; and for South Africa, the Institute of Behavioral Finance (IBFSA).
Create clients for life by having better conversations about their risk tolerance
Unlimited uses of the Risk Profiling Toolkit™
Backed by resources for training and compliance
Subscribe for unlimited access or renew your current subscription
2 years subscription gets a 7% discount
3 years subscription gets a 14% discount
For a multi-year subscription, contact us
(Years slider)
$111111
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Advisers registering to trial the US, German or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for the US, Tyler D. Nunnally; for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; and for South Africa, the Institute of Behavioral Finance (IBFSA).
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Your subscription will be processed within one working day and you'll be sent an email confirming your FinaMetrica username, Password payment and invoice details.
Advisers registering to trial the US, German or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for the US, Tyler D. Nunnally; for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; and for South Africa, the Institute of Behavioral Finance (IBFSA).
Know yourself or your client better than ever before. You can complete a risk tolerance profile for you or someone else.
Purchase Single Profile
$111111
Note: Once payment is confirmed, you will need to provide the details of who is completing the profile.